Stratos Wealth Partners - Zanesville

At Stratos Wealth Partners, we start by dedicating time to understanding what is important to each of our clients. We consider their financial fears and goals in order to develop a customized strategy, to fit your needs.

Chad Tom and Wayne Wycoff assess risk tolerance and proper allocation among different asset classes before building portfolios that are tailored to suit our individual client’s goals. Our team monitors asset allocation for changes that need to be made rather than making changes to show activity.

We work directly with our clients, their CPAs and attorneys to create a plan to help minimize taxes and maximize the amount that they keep or leave to their heirs. Chad and Wayne can work as part of our client’s integrated team of investment professionals, offering services that include tax planning, estate planning and investment planning.

We work with our clients to provide a highly-customized, in-depth financial plan to address their particular needs.

Securities offered through LPL Financial, Member FINRA/SIPC www.sipc.org/www.finra.org. Investment advice offered through Stratos Wealth Partners Ltd., a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit stratoszanesville.com.